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How are salary types maintained?

A Salary Type holds the details of a type of payroll run for example, monthly or weekly payroll.

Salary Types are used as part of the Payroll Interface process to export payroll data from Optimum to your payroll software.

Each employee who is to have their payroll data exported must be assigned a Salary Type in the Employee Maintenance screen. This can be done once the Salary Types have been set up.

The Last Run Date field is populated automatically when a file is exported.

There is no limit to the number of exception codes that can be sent up.

How do I create a new salary type?

  1. Select Salary Types from the menu.

  2. Click New.

  3. Enter a unique code for the salary type. This can be up to 6 characters, and can include letters and numbers.

  4. Enter a description for the salary type. This can be up to 30 characters.

  5. From the drop-down list in the Export File field, select the file layout that the salary should be exported to. These layouts are defined on the Interface Layouts Maintenance screen.

  6. Enter a value for the Number of Periods. For a monthly payroll, this will be 1. For a fortnightly payroll, this will be 2.

  7. If you are creating a weekly salary, tick the Weekly box. Otherwise, leave this blank.

  8. Tick Transfer Adjustments if you want to include adjustments made for previous periods in the current period.

  9. Tick Transfer Leave if you want to transfer any leave/absence details.

  10. Enter the minimum Authorisation Level required to allow data to be transferred.

  11. If you want the transfer to be made regardless of whether the minimum level of authorisation has been reached, tick Transfer Anyway.

  12. Enter the number of days after the end of the pay period before the payroll interface can be run in Cut Off Days.

  13. Enter the number of seconds in Transfer Time before which the payroll interface cannot be run if on the maximum cut off day.

  14. Click Save.

How do I edit an salary type?

The code associated with a salary type cannot be changed. The other values can:

  1. Select Salary Types from the menu.

  2. On the left hand side of the screen, select the salary type to be edited.

  3. Make the necessary changes to the values.

  4. Click Save.

How do I delete an existing salary type?

  1. Select Salary Types from the menu.

  2. On the left hand side of the screen, select the exception code to be deleted.

  3. Click Delete.

  4. You are asked to confirm that you want to delete the category. Click Yes if you want to continue with the deletion. Otherwise, click No.

 

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